Edward Jones

  www.edwardjones.com
  www.edwardjones.com

Edward Jones Financial Advisor Interview Questions

Updated Dec 8, 2014
Updated Dec 8, 2014
265 Interview Reviews

Interview Experience

Interview Experience

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  1.  

    Financial Advisor Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I applied online. The process took 6+ weeksinterviewed at Edward Jones.

    Interview Details

    Submitted resume. First interview via phone with Sr. Rectuiter. Second interview was a face to face interview with an FA. Was then asked to complete a business plan. Third interview was over the phone to discuss business plan and answer a series of questions related to my background. I am awaiting the Day In The Life office simulation.

    Interview Questions
    No Offer
    Positive Experience
    Difficult Interview
  2.  

    Financial Advisor Interview

    Anonymous Interview Candidate in Norfolk, VA
    Anonymous Interview Candidate in Norfolk, VA
    Application Details

    I applied online. The process took 2+ monthsinterviewed at Edward Jones.

    Interview Details

    The hiring process was a very long and drawn out process, but after seeing what retention ratios are in the industry can see why they require it to be so long. It ended up taking me almost two months to go through the process, but what I really like was that employees would reach out to you and help you out along the way

    Interview Questions
    • What experience in your past makes you good for helping a difficult client who has lost money in the market.   Answer Question
    Negotiation Details
    There was no negotiation on salary due to the program I qualified for.
    Accepted Offer
    Positive Experience
    Difficult Interview
  3. 1 person found this helpful  

    Financial Advisor Trainee Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I applied through a recruiter. The process took 2+ monthsinterviewed at Edward Jones.

    Interview Details

    The worst part of the process was being "forced" to knock on doors in my neighborhood for five hours by gathering names and phone numbers of my contacts. I should have never agree to this since how do I know they simply used this to pass the list to a hired adviser? This is simply very unprofessional and potential candidates should request some type of compensation for this process that ONLY serves Edward Jones since the candidate is never compensated. I may report this to a state labor commission on the ethics of this part of the process.

    To add to the distastefulness of this "activity", I waited two weeks for an answer on whether I was to move forward. Tired of waiting for an answer, I finally called the coordinator who informed me that I did not pass the "office simulation?" Office simulation???? After numerous years running my own successful sales office, they fail me on office simulation? Then I asked what answers or any reason for the failed result only to be given an answer, "I cannot tell you anything".

    This is absolutely insane and I felt soooooo used! They just dragged me through the mud, got some names/phone numbers of my neighbors, then cannot tell me WHY I did not pass office simulation????

    What a joke!!! I thought this company prided itself on ethical and professional behavior. Does this sound like ethical and professional behavior?

    Trust me, I'm highly qualified both in education, track record, and work background for this position, yet I was rejected on the basis of Office simulation???

    The whole experience was a huge waste of my time and the experience painted a VERY immoral view of EJ. Never again!!!

    Interview Questions
    • Office simulation? And they can't tell you what you need to improve??? I believe this is quite wrong in every sense of the word.   Answer Question
    No Offer
    Negative Experience
    Easy Interview
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  5.  

    Financial Advisor Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I applied through an employee referral. The process took 4+ monthsinterviewed at Edward Jones.

    Interview Details

    Phone and in person interviews, background check, business plan, job simulation, drug test etc. It was important to think ahead of time about my accomplishments and describe them in terms of how they made a difference, found new business and generated revenue/profits for my prior employers. This is especially important when you are changing careers, you have to be good at demonstrating how the things you learned and accomplished in a different field apply to the self-managing, 'think like a business owner' scenario of being a Financial Advisor.

    Interview Questions
    • I was asked specifically how I would build my business because nothing is automatically given to a new FA, you have to create your own success and be willing to knock on doors.   View Answer
    Negotiation Details
    There is a set salary from the beginning, and this comp plan for new hires has gotten better and better since the time I joined the firm.
    Accepted Offer
    Positive Experience
    Difficult Interview
  6.  

    Financial Advisor Interview

    Anonymous Interview Candidate in Dallas, TX
    Anonymous Interview Candidate in Dallas, TX
    Application Details

    I applied online – interviewed at Edward Jones.

    Interview Details

    I applied online and then received an email stating they would like to schedule a phone interview. I had to schedule it online. I had to schedule it four weeks down the line. I had the phone interview and it was very basic and was told I'd get a call back regarding the process.

    Interview Questions
    No Offer
  7.  

    Financial Advisor Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Interview Details

    Applied online and was contacted for a brief phone interview. I passed that and was then sent a email inviting me to a non mandatory open house I unfortunately could not make it to that specific date and 1 hour time slot. I called to follow up and sent emails never heard a word back.

    Interview Questions
    No Offer
  8. 1 person found this helpful  

    Financial Advisor Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I applied online. The process took 3+ monthsinterviewed at Edward Jones.

    Interview Details

    I initially applied in January and first had contact with someone by phone. I then had another phone interview and then a face to face interview in the area where I would be located at with another financial advisor. I then had a computer related test "Day in the Life of a Financial Advisor" is what it was called. Very basic but this is where most people wash out at from what I've heard.

    Interview Questions
    • Doing the computer related part of the interview is where most people wash out at.   Answer Question
    Negotiation Details
    Wasn't really a negotiation phase. They offered a base salary plus commission and I was satisified with that.
    Accepted Offer
    Positive Experience
    Average Interview
  9.  

    Financial Advisor Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I applied through an employee referral – interviewed at Edward Jones.

    Interview Details

    I have my day in the life assessment in a couple of days. So far the process has been EXACTLY what they said it would. Everyone I've spoken with had been extremely nice and helpful. Even new FA's who don't even know me have taken their time to give me advice on the process.
    The questions they ask haven't been too difficult. What I've been told over and over and I really do believe is "just be yourself" and if it's meant to be it will happen.

    Interview Questions
    • Tell me about a time a goal was set for you and how you went about meeting that goal.   Answer Question
    No Offer
    Average Interview
  10.  

    Financial Advisor Trainee (FACD) Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I applied online. The process took 2+ monthsinterviewed at Edward Jones.

    Interview Details

    I interviewed a couple times.
    The first Interview was over the phone and it was behavioral questions.
    The second interview was face to face and they were situational. What would you do if a client did this etc.
    The third interview was again over the phone and it was based off of my branch plan.
    The final process was the financial advisor assessment. For 3 hours you are a financial advisor at a made up branch. Your basically handling all the pressures a Financial Advisor goes through daily. I have to say although I think it is great because it allows the interviewee to see if this is something they really want to do or not. They put more in 3 hours that I have actually seen go on.

    Interview Questions
    • It is important you know how to build credibility and break the ice in initial contact.   Answer Question
    Declined Offer
    Negative Experience
    Difficult Interview
  11. 1 person found this helpful  

    Financial Advisor Trainee (FACD) Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Interview Details

    The interviewing process is extensive and consist of 10 steps. 3 interviews, 1 Business Plan, and 1 simulation (the day in the life of a financial advisor). They are about to invest $75k in training if you receive and offer so they want to make sure that you are a good fit for the company and that the company is a good fit for you. They really care to see you succeed so they won't hire just anyone.

    Interview Questions
    • The day in the life of a financial advisor was the most challenging part of the interview process because you are tested on your customer service skills, communication, networking, organization, and planning.   Answer Question
    Negotiation Details
    There is no negotiating.
    Accepted Offer

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